We are live on ! Find out more
EFP

EnRich Financial Partners Portfolio holdings

AUM $377M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.92M
3
+$1.85M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.57M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.38M

Top Sells

1
+$1.39M
2
+$841K
3
+$386K
4
AMZN icon
Amazon
AMZN
+$249K
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$233K

Sector Composition

1 Technology 0.88%
2 Financials 0.27%
3 Healthcare 0.13%
4 Energy 0.09%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.08%
258
52
$242K 0.08%
516
53
$215K 0.07%
7,981
-40
54
$210K 0.07%
4,086
+4
55
$206K 0.07%
366
-7
56
– –
-166
57
– –
-250
58
– –
-1,733
59
– –
-260
60
– –
-9
61
– –
-69
62
– –
-239
63
– –
-856
64
– –
-1,134
65
– –
-26
66
– –
-125
67
– –
-2,847
68
– –
-29
69
– –
-4,278
70
– –
-123
71
– –
-184
72
– –
-1,737
73
– –
-469
74
– –
-66
75
– –
-475
1 2
3
4 5